The Finance Weekly

JANUARY 10, 2022

The New Era of FP&A Financial planning is essentially about forecasting and achieving precise results for your company. Traditionally, the FP&A process entails creating a budget, cash flow, profit and loss statement, and balance sheet, then using them to forecast future performance.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Profit and Loss Budgeting 52

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

Future CFO

DECEMBER 18, 2020

We expect Credit and Political Risk Insurance (CPRI) to play an important and increasing role in supporting lenders in mitigating risk, overcoming concentration issues and improving capital adequacy. Most were implementing their 2020 business plans which were carefully crafted in 2019 with full assumptions and what-ifs & whatnots.

Marketing 52

Marketing Profit and Loss Finance Credit Risk 52

CFO News Room

FEBRUARY 5, 2023

I have seen this group target companies before, using the game plan that they are using with Adani, but their typical target firms are usually much smaller, under-the-radar firms, where public market investors may have missed troubling aspects of operations.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

SEPTEMBER 11, 2023

In the 1970s, Hollywood discovered the payoff from blockbuster movies, and the movie business became increasingly dependent on the biggest blockbusters delivering enough revenues and profits to cover a whole host of movies that either lost money or broke even. With Apple TV+ and Amazon Prime, the game is even more difficult to gauge.

Entertainment 77

Entertainment Profit and Loss Numbers Marketing 77

Musings on Markets

OCTOBER 6, 2023

While companies that were listed for much of the twentieth century waited until they had established business models to go public, the dot-com boom saw the listing of young companies with growth potential but unformed business models (translating into operating losses), and that trend has continued and accelerated in this century.

Valuation 104

Valuation Profit and Loss Accounting Investments 104

Musings on Markets

OCTOBER 4, 2021

The last is the operating margin , it operating income (or loss) as a percent of operating income each year. Third, access to c apital from its deep pocketed investors , especially Alibaba, seems to have made this company casual about its business model and profitability, even by young, tech company standards.

Valuation 72

Valuation Profit and Loss Investments Numbers 72

Barry Ritholtz

JUNE 7, 2023

Not to be like the Grim Reaper, but the reality is, if you’re not a multi manager and you’re not aggressively managing market risk, then you fall into the category of a long, short single manager that probably takes concentrated, more concentrated directional risk. What is that business plan look like? 130 billion.

Investments 108

Investments Concentration Profit and Loss Economics 108

Musings on Markets

JULY 17, 2023

The biggest winner, and this should come as no surprise, has been technology, with a return of 43% in 2023, and almost entirely recovering its losses in 2022. The first half of 2023 was a reminder that no matter who you are as an analyst, and how well thought through your investment thesis is, the market has other plans.

Marketing 95

Marketing Treasury Currencies Valuation 95

Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

DECEMBER 14, 2022

And it became the most profitable private equity investment ever made and — it is true. And Blackstone’s funds through that period, generated substantial profits because we had made those good choices, not just about the investments — RITHOLTZ: Right. MCCARTHY: That is what’s most important. Cambridge U.K.,

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

PYMNTS

OCTOBER 16, 2017

A launch date was planned. Bitcoin’s infrastructure is highly concentrated and not all that secure. As a result, bitcoin mining is concentrated in two countries : China, with 60 percent, and Georgia , with 15 percent of bitcoin processing power. They buy tokens at a discount and resell them for big profits almost immediately.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? We’re investing in profitable mid-market companies making 20 million, 25 million, 50 million EBITDA and needed capital in. RITHOLTZ: Yes, I can imagine.

Investments 57

Investments Banking Entertainment Valuation 57

Musings on Markets

FEBRUARY 4, 2023

I have seen this group target companies before, using the game plan that they are using with Adani, but their typical target firms are usually much smaller, under-the-radar firms, where public market investors may have missed troubling aspects of operations.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

DECEMBER 12, 2023

They announced a $640 million loss and ouch. And the division that I was in was below plan. But if, if it has a history of not being profitable, you you really want to exclude that. Low price stock has historically had some very large concentrated positions. So big loss. That was real money. Real money.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JULY 31, 2023

Was the plan always to cover finance? And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. .”

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

APRIL 11, 2023

They had the access to loss and excel really. And I think that’s a loss. RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. I create these concentric circles for people who have time and say, if you have this much time, try these extra things.

Valuation 115

Valuation Education Finance Investments 115